iShares S&P 500 Index shares owned by Allie Family Office
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Allie Family Office
from 13F filings
Historical chart of Allie Family Office investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Allie Family Office consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Allie Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.6k | 669.30 |
| 2025-06-30 | $2.6M | 4.1k | 631.13 |
| 2025-03-31 | $2.1M | 3.8k | 569.90 |
| 2024-12-31 | $1.9M | 3.2k | 602.27 |
| 2024-09-30 | $2.3M | 3.9k | 585.19 |
| 2024-06-30 | $2.5M | 4.5k | 555.19 |
| 2024-03-31 | $3.0M | 5.6k | 536.24 |
| 2023-12-31 | $2.9M | 5.9k | 487.25 |
| 2023-09-30 | $1.5M | 3.3k | 444.55 |
| 2023-06-30 | $1.8M | 4.0k | 455.61 |
| 2023-03-31 | $1.0M | 2.5k | 423.26 |
| 2022-12-31 | $491k | 1.2k | 394.94 |